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For Companies At a Glance
- Tasks: Support advisers and clients, ensuring timely responses and accurate information.
- Company: Join a growing wealth management business in Oxford with a focus on client satisfaction.
- Benefits: Enjoy competitive salary, flexible working, 25 days holiday, and support for further qualifications.
- Why this job: Great opportunity to advance your career in financial services while making a real impact.
- Qualifications: Minimum 1 year experience in financial services administration required.
- Other info: Contact Helen Spriggs on LinkedIn for more details.
The predicted salary is between 28000 - 42000 £ per year.
Job Description
IFA Support Administrator Oxford Salary up to £35k, a strong element of home working and competitive Benefits.
Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Oxford area?
This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.
Job Summary:
- You will be responsible for working closely with the advisers and clients
- Liaise with product providers to ensure timely and accurate responses to clients
- Send Letters of Authority and gather accurate information
- Obtain illustrations and application forms
- Production of portfolio valuations
- Provide a friendly and professional point of contact for clients and enquiries
Qualifications and Experience: –
- Minimum 1 year experience in financial services administration
- Salary range up to £35k depending upon experience
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- The ability and support to work flexibly where appropriate, in terms of hours and location
- Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
Contact Detail:
Aspire Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Support Administrator
✨Tip Number 1
Make sure to research the company thoroughly. Understand their values, mission, and the specific services they offer in wealth management. This knowledge will help you tailor your conversations and show genuine interest during any interactions.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as IFA Support Administrators. Attend relevant events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to client management and financial administration. Think of examples from your past experience that demonstrate your skills in these areas, as this will help you stand out.
✨Tip Number 4
Follow up on your application with a polite message expressing your enthusiasm for the role. This shows initiative and can keep you on the radar of the hiring team, making a positive impression.
We think you need these skills to ace IFA Support Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. Emphasise any relevant skills, such as client communication and liaising with product providers, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention specific experiences that demonstrate your ability to support advisers and clients effectively.
Highlight Relevant Qualifications: If you have any qualifications related to financial services, be sure to mention them. This could include certifications or courses that enhance your suitability for the role.
Proofread Your Application: Before submitting your application, carefully proofread all documents. Check for spelling and grammatical errors, as well as ensuring that all information is accurate and complete.
How to prepare for a job interview at Aspire Recruitment Solutions
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and the role of an IFA Support Administrator. Be prepared to discuss key concepts, regulations, and how they apply to client interactions.
✨Demonstrate Client Orientation
Since the role is client-focused, think of examples where you've provided excellent customer service. Highlight your ability to communicate effectively and build relationships with clients.
✨Familiarise Yourself with Common Tools
Research the software and tools commonly used in financial services administration. Being able to discuss your experience with these tools can set you apart from other candidates.
✨Prepare Questions for the Interviewer
Show your interest in the company by preparing thoughtful questions. Ask about their approach to client management or opportunities for professional development within the firm.
